Person Field Match to Has Submitted Typeform to Update Pipedrive Deal Stage

About the
Typeform integration

Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.

About the
Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

About the
Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the
Typeform integration, Pipedrive integration and the Page Visit Tracking
integration.

Journey Triggers

Typeform Submitted

Add a contact to a journey when they submit a Typeform.

Person Field Match

Triggers when a field on a person record changes to a defined value.

Pipedrive Deal Stage Match

Triggers main contact to start journey when the deal stage changes on a certain pipeline.

Pipedrive Deal Status Match

When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.

Page Visited

Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).

Conditions

Has Submitted Typeform

Check if a contact has previously submitted a specific Typeform.

Check Pipedrive Person Field

Check the value in a field against a specific value with a true or false outcome.

Check Pipedrive Deal Stage

Check the deal stage with a true or false outcome.

Has Visited Page

Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).

Journey Actions

Update Pipedrive Deal Stage

Updates a deal stage to a certain stage. Updates latest deal against the person.

Schedule Pipedrive Activity

Schedule an activity to a person to complete.

Add a Pipedrive Deal

Add a deal to a pipeline associated with the contact in a journey.

Assign Pipedrive Person Owner

Assigns an owner to a person in Pipedrive.

Update Pipedrive Person Field

Updates a person field to a certain value or a value from another field.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey
marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Typeform, Pipedrive and Page Visit Tracking.